Allworth Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.3K | Buy |
747
+552
| +283% | +$57.8K | ﹤0.01% | 1671 |
|
|
2025
Q1 | $16.7K | Buy |
195
+33
| +20% | +$2.83K | ﹤0.01% | 2172 |
|
|
2024
Q4 | $17.1K | Buy |
162
+57
| +54% | +$6.03K | ﹤0.01% | 2185 |
|
|
2024
Q3 | $8.6K | Sell |
105
-12
| -10% | -$982 | ﹤0.01% | 2332 |
|
|
2024
Q2 | $8.59K | Buy |
117
+48
| +70% | +$3.52K | ﹤0.01% | 2284 |
|
|
2024
Q1 | $5.63K | Buy |
69
+22
| +47% | +$1.8K | ﹤0.01% | 2361 |
|
|
2023
Q4 | $3.12K | Buy |
47
+13
| +38% | +$862 | ﹤0.01% | 2474 |
|
|
2023
Q3 | $2.48K | Buy |
34
+13
| +62% | +$950 | ﹤0.01% | 2437 |
|
|
2023
Q2 | $1.33K | Sell |
21
-17
| -45% | -$1.07K | ﹤0.01% | 2642 |
|
|
2023
Q1 | $2.23K | Buy |
38
+3
| +9% | +$176 | ﹤0.01% | 2365 |
|
|
2022
Q4 | $2.16K | Buy |
35
+3
| +9% | +$185 | ﹤0.01% | 2217 |
|
|
2022
Q3 | $2K | Buy |
32
+28
| +700% | +$1.75K | ﹤0.01% | 2153 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2571 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2227 |
|
|
2021
Q1 | – | Sell |
-22
| Closed | -$2K | – | 1548 |
|
|
2020
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1160 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$29K | – | 1076 |
|
|
2019
Q3 | $29K | Hold |
500
| – | – | ﹤0.01% | 399 |
|
|
2019
Q2 | $33K | Hold |
500
| – | – | ﹤0.01% | 383 |
|
|
2019
Q1 | $37K | Hold |
500
| – | – | ﹤0.01% | 359 |
|
|
2018
Q4 | $30K | Sell |
500
-500
| -50% | -$30K | ﹤0.01% | 351 |
|
|
2018
Q3 | $94K | Hold |
1,000
| – | – | ﹤0.01% | 219 |
|
|
2018
Q2 | $75K | Hold |
1,000
| – | – | ﹤0.01% | 230 |
|
|
2018
Q1 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 227 |
|
|
2017
Q4 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 256 |
|
|
2017
Q3 | $51K | Hold |
1,000
| – | – | ﹤0.01% | 239 |
|
|
2017
Q2 | $50K | Hold |
1,000
| – | – | ﹤0.01% | 251 |
|
|
2017
Q1 | $42K | Buy |
+1,000
| New | +$42K | ﹤0.01% | 250 |
|